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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,063 | $124,175-55.7% | $108,405-49.2% | $167,536-67.1% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.9pp | 82.1%-17.8pp |
| Annual return | 16.21% | 1380.13%-1363.9pp | 905.55%-889.3pp | 478.82%-462.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,084 | $6,908+60.4% | $6,563+68.9% | $6,342+74.8% |
| Admin fee / account holder | $4,037 | $9,457-57.3% | $7,297-44.7% | $12,315-67.2% |